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IFP Advisors, Inc: WSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on WSM, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 618 WSM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 618 shares
    Change vs previous 13F -108 shares

    <0.01% of the 13F portfolio, value $144,056.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 726 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $132,372.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 526 shares
    Change vs previous 13F -442 shares

    <0.01% of the 13F portfolio, value $93,938.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 968 shares
    Change vs previous 13F -533 shares

    <0.01% of the 13F portfolio, value $189,196.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,501 shares
    Change vs previous 13F +30 shares

    0.01% of the 13F portfolio, value $283,505.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,471 shares
    Change vs previous 13F -1,471 shares

    0.01% of the 13F portfolio, value $232,700.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,942 shares
    Change vs previous 13F -118 shares

    0.02% of the 13F portfolio, value $545,069.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,060 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $474,076.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).